金吾财讯 | 光伏太阳能股部分走强,截至发稿,顺风清洁能源(01165)涨4.35%,凯盛新能(01108)涨4.10%,协鑫科技(03800)涨3.60%,彩虹新能源(00438)涨3.60%,新特能源(01799)涨1.71%。消息面上,国泰海通发研报指,本周,光伏产业政策面持续释放积极信号。中央财经委员会第六次会议将“无序竞争”问题提上议程,明确提出加快落后产能退出,推动行业向高质量方向发展。光伏行业率先响应,头部光伏玻璃企业宣布自7月起主动减产30%,以缓解行业结构性压力。随后,工信部于7月3日召集制造业重点企业召开座谈会,部领导强调要加强产品质量、提升产业结构效能,并推动行业进入有序、可持续发展通道。该机构认为,当前政策引导有望缓解无序扩张格局,改善行业供需结构,光伏板块已处于相对低位,建议关注龙头企业在产能优化与技术升级中的配置价值。交银国际研究报告指,中央财经委员会第六次会议于7月1日召开。会议强调,依法依规治理企业低价无序竞争,推动落后产能有序退出。交银认为本次提出的措施更具针对性,也具备更强的可操作性和实际效力。交银指,以上政策密集吹风,认为反映中央对光伏行业目前困境的重视程度进一步提高,也已深刻了解困境成因并决心解决,后续针对性的实质性政策有望出台,光伏供给侧将迎转机。
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